Bot recipe · Sales and CRM

Booking prep from TidyCal.

Prepares a note for each new TidyCal booking and adds the person to the CRM.

Free: 30 answers a day, plus 300 trial credits for every other model. No card.

HubSpot TidyCal Chat with Work
On a schedule Yours Changes as you allow

It starts

  • On a schedule
  • Every day at 7:00

It works with

Its changes

Contact changes ask.

Its instructions

What it's told, word for word.

The bot reads these on every run. Change them before it starts, or any time after.

For each new booking, read the answers to the booking questions. Find or create the contact. Write a three-line prep note.
Conversations
A new conversation each day.
Credits
About 5 to 15 credits a run, at the model's own rate.
Who sees it
Only you: it works as you, and its runs are your chats.

Sales and CRM

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Start from this recipe.

Sign up, open Bots, and pick Booking prep from TidyCal. Every part of it stays yours to change.

Free: 30 answers a day, plus 300 trial credits for every other model. No card.